Record Basic Provider Information

The basic details of a provider record include the provider's name, type, status, address, members, caregivers, and capacity. You can display this information from the Provider Information link in the Provider Actions are of the Provider Overview screen or from the Basic Provider Information link on the home study record. (See About provider information for more details.)

How you add or update basic provider information depends on the type of provider:

For an ODJFS provider, record basic provider information from the home study. See Add an ODJFS provider or Record a home study.
For a kinship or non-ODJFS provider, record basic provider from the Provider Information link on the Provider Overview screen. See Add a kinship provider or Add a non-ODJFS provider.

If this is a new home or kinship provider, an inquiry record must be created first.

Process

Open the non-ODJFS provider record, then proceed with the following steps.
1. Click the Provider tab at the top of the screen.
2. Click the Directory tab. The Provider Search screen appears. The system always requires you to conduct a search before adding a provider, to prevent any duplicated records.
3. Enter the search criteria. Click the Advanced Search Criteria link if you want to search by the provider address.
4. Click Search. The providers who meet your criteria appears in the search results table.
5. Click the Edit link for the provider record you want to update. The Provider Overview screen appears. Go to step 6.
  
  Or click Add Non-ODJFS Provider for a new non-ODJFS provider record. The Basic tab of the provider record appears.
6. Click the Provider Information link in the Provider Actions area. The Basic tab of the provider record appears.
Open the kinship or ODJFS provider record, then proceed with the following steps.
1. Click the Provider tab at the top of the screen.
2. Click the Workload tab. The Provider Workload screen appears.
3. Click the Select link for the provider record you want to update. The Provider Overview screen appears.
4. If this is a kinship provider, click the Provider Information link in the Provider Actions area. The Basic Information tab appears.
  
  If this is an ODJFS provider, continue to the following steps.
5. Click the Home Study link in the menu on the left. The Maintain Home Study History screen appears.
6. Click the Edit link for the most recent home study record (amended or initial) in "Pending" status, or click the Amend link next to the most recent initial home study record in "Approved" status. The Maintain Home Study Information screen appears.
7. Click the Basic Provider Information link, which is at the top of the list in the Topics column. The Basic tab of the provider information screen appears.

Record or update basic provider information as follows. If you reached the provider record from another screen, begin at step 1 below.